Broker Check

Traditional Retirement Planning 

It takes the right strategy for your retirement vision to become a reality. Have you ever considered what retirement would be like if you ran out of money? We both know the answer to that question. But what is the chance that you could run out of money in retirement? Watch this video - the answers may surprise you!

Monte Carlo Analysis simulation will yield different results depending on the variables inputted, and the assumptions underlying the calculation. The assumptions include the assumed rates of return and standard deviations of the identified portfolio model. The assumed rates of return and standard deviations are based on the historical rates of returns and standard deviations, for certain periods of time, for the benchmark indexes that are considered representative of each of the asset classes in the portfolio model. Remember, the assumed rates of return do not reflect investment expenses, fees or charges and such expenses would result in a lower rate of return. Since the historical market data used to generate these rates of return change over time and are updated in The Living Balance Sheet®, your results will vary with each use over time.

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